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© 2017 PDI, Inc. All rights reserved. www.pdisoftware.com Growing Your Business Without Growing Your Headcount PDI/Ascend The complete financial accounting solution defining the top-tier standard for midstream & downstream petroleum. Ascend maximizes profit on every lead, discovers credit issues, delivers real-time data, and most importantly, turns your freight into a profit center while replacing error prone manual processes. “Now, when operations asks for a different look at data, I can get a report to them that afternoon, not next month.” - Bill Taylor, CFO, Beck Suppliers Fully Customizable Automation Exceptional Reporting Efficient

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  • © 2017 PDI, Inc. All rights reserved. www.pdisoftware.com

    Growing Your Business Without Growing Your HeadcountPDI/AscendThe complete financial accounting solution defining the top-tier standard for midstream & downstream petroleum.

    Ascend maximizes profit on every lead, discovers credit issues, delivers real-time data, and most importantly, turns your freight into a profit center while replacing error prone manual processes.

    “Now, when operations asks for a different look at data, I can get a report to them that afternoon, not next month.”

    - Bill Taylor, CFO, Beck Suppliers

    Fully Customizable

    Automation Exceptional Reporting

    Efficient

  • www.pdisoftware.com© 2017 PDI, Inc. All rights reserved.

    Proactively manage critical business informationAscend back office accounting software helps fuel jobbers to automate financial and business operations so you can:

    • React quickly• Increase productivity• Increase revenue• Increase customer satisfaction

    Ascend Fuel Wholesale Modules:

    • Accounts Payable

    • Accounts Receivable

    • Bank Reconciliation

    • Cardlock

    • Consigned Stations

    • Contracts

    • PCI Compliant CC Payment Processing

    • Customer Service

    • Customized Alerts

    • Data Exchange

    • Degree Day

    • eBOL (Electronic Bill of Lading)

    • Fuel Supplier

    • General Ledger

    • Inventory

    • Hedging

    • Order Entry

    • Purchase Order

    • Real-Time Reporting

    • Motorfuel Tax Reporting

    • Web Portals

  • © 2017 PDI, Inc. All rights reserved. www.pdisoftware.com

    Cloud-Based Dispatch & Logistics SolutionsPDI/CloudFuelRedefining efficiency of real-time petroleum logistics

    PDI/CloudFuel will electronically dispatch trucks, capture deliveries in the field, and return that completed information to Ascend for invoicing all done automatically in real-time utilizing bluetooth technology.

    PDI/CloudFuel can even control LCR II meters wirelessly via bluetooth with any Android device. The system is easy to use and lay’s over top of your current operation. Any tablet or Smart phone will work.

    “As a logistics professional and hands-on dispatcher, I need a system that’s easy to use and provides total fleet visibility. CloudFuel has developed a solution written by dispatchers for dispatchers. “

    - PDI CloudFuel Customer, California

    Streamlined Efficiency

    Real-time Data

    Wireless Management

  • “The DeliveryStream App saves my drivers time and allows me to bill customers immediately. The fast turnaround is important to my business.”- PDI DeliveryStream Customer, Ohio

    © 2017 PDI, Inc. All rights reserved. www.pdisoftware.com

    Eliminate PaperworkPDI/DeliveryStreamYour dispatch management solution

    DeliveryStream provides paperless, real-time communication with transport trucks that are delivering gasoline, diesel fuel, propane, light lubricants and virtually any liquid product that is picked up at a terminal. Don’t let paper work keep you behind, we have an app for that!

    Reduced billing time cycle

    Eliminate Paperwork

    Increase billing accuracy

    Flexable architecture system

  • www.pdisoftware.com© 2017 PDI, Inc. All rights reserved.

    DeliveryStream Benefits

    • Compliance monitoring, driver position and status information communicated automatically

    • Reduce on-going truck technology costs• Small data footprint enables data to be transmitted via 3G/4G cellular providers• Quickly and accurately enter BOL and delivery information• Driver compliance data using iPad allows dispatch operations to quickly review truck location and driver metrics

    DeliveryStream can help your team reduce time and errors!

    • Reduced billing cycle time

    • Increased billing accuracy

    • Eliminate paperwork

    • Increase billing accuracy

    • Ensure compliance

    • Flexible system architecture

  • © 2017 PDI, Inc. All rights reserved. www.pdisoftware.com

    Make Run-Outs a Thing of the PastPDI/DemandStreamFuel management system for inventory management

    Fuel Marketers interested in growing their business need software that is scalable, customizable and accurate. DemandStream does all that and more with its flexible architecture – adding trucks to your fleet is simple yet organized, allowing you to grow your gallons daily!

    “Because of DemandStream, my customers no longer have to worry about running out of fuel during their peak hours of business.”

    - PDI DemandStream Customer, Ohio

    Order forcasting

    Built for growth

    Real-tmedispatch

  • www.pdisoftware.com© 2017 PDI, Inc. All rights reserved.

    Managing Inventory Levels

    PDI/DemandStream is a cloud-based system that manages inventory levels in real-time using historical trend information. The automatic load generation makes make run outs a thing of the past. DemandStream allows for inventory monitoring of fuel tanks and drag and drop dispatching to transports or tank wagons.

    Order Creation, Inventory Management, Automated Dispatch

    • Allows for inventory monitoring of fuel tanks and drag and drop dispatching to transports or tank wagons

    • A Cloud-based system manages inventory levels using historical trend information, thus creating automatic load generation

    • Order forecasting shows your dispatcher how much fuel is needed now and by delivery time

    • Customizable inventory demand calculations • Scalable, cloud-based architecture supports growth of your organization • Flexible system design enables rapid deployment and implementation • Order sourcing • Route optimization

    • Time to run out deliveries by terminal total throughout average daily inventory/usage

  • © 2017 PDI, Inc. All rights reserved. www.pdisoftware.com

    The Proven Solution of Tank Wagon & Fleet-Fueling Technology PDI/SymbologyService more customers in less time

    Tank wagons can make multiple stops per day, resulting in piles of paperwork, time lost to route planning, the chance of cross drops or even worse, fuel theft.

    “Thanks to Symbology, my team has eliminated the paperwork, and fueling more trucks per hour. Symbology is just good for business.” - PDI Symbology Customer, Florida

    Eliminate paperwork

    Ensure proper fuel delivery

    Real-time inventory level

  • www.pdisoftware.com© 2017 PDI, Inc. All rights reserved.

    • Download route information (client ID’s, vehicle ID’s, etc.) to the truck computers from an office PC via radio frequency

    • Utilizing a barcode scanning hand-held computer, drivers scan vehicle or tank barcodes which verify that the proper fuel type is selected (if a proper match is not made, a safety valve remains closed and fuel cannot be pumped).

    • Driver records each fueling transaction on a handheld scanner and the information is

    used to keep a running inventory of fuel on the truck.

    • Every scan, transaction, and drop are recorded and the information is sent directly back to Ascend.

    Symbology is a data capture system that helps to maximize asset utilization and interfaces with Ascend

    Symbology’s product accounting software includes:

    • SQL Database with reporting software stores information about your clients, their vehicles or tanks, your drivers and your delivery trucks

    • Intuitive user interface—easy to enter and maintain information in the data tables• Numerous reports to manage the delivery process

    Ascend 8.29.17 AWCloudFuel 8.29.17 AWDeliveryStream 8.29.17 AWDemandStream 8.29.17 AWSymbology 8.29.17 AW